Mobilization Funding
How Cloud Nimbus LLC built the digital lending platform powering Tampa's fastest-growing construction financier.
8 integrations. 3 platforms. 1 team. 2 years of building.
What Mobilization Funding Does
Most construction financing companies don't understand construction. They treat contractors like any other small business — generic credit lines, generic terms, generic underwriting. Mobilization Funding is different.
They fund direct labor and materials — the two things that actually turn a contract into a completed project. Not just invoices. Not just equipment. The actual execution of work.
When a subcontractor wins a $2M contract but doesn't have the cash flow to staff up and buy materials, Mobilization Funding bridges the gap. The contractor executes the work, bills the GC, and the cash flow cycle continues. It's financing that understands the difference between a balance sheet and a project schedule.
Based in Tampa, Florida (3550 Buschwood Park Dr, Suite 310), they serve subcontractors and manufacturers across the country.
What We Built
Over two years, Cloud Nimbus LLC transformed Mobilization Funding from a manual lending operation into a fully digital platform — connecting borrowers, underwriters, servicers, and accountants through one integrated system.
Two-Way Customer Portal
Customer Experience
A full Salesforce Experience Cloud portal where borrowers apply for loans, track loan status, submit disbursement requests, upload documents, and communicate with the MF team through integrated Chatter — all in real time.
Business Impact
Eliminated manual back-and-forth between borrowers and the servicing team. Customers self-serve 24/7 instead of calling or emailing for status updates.
Mobile Application
Cross-Platform
Native iOS and Android mobile app giving borrowers on-the-go access to their loan portfolio, disbursement requests with photo-based line item uploads, project status tracking, and direct communication with the MF team.
Business Impact
Construction professionals work on job sites, not behind desks. The mobile app meets them where they are — submitting disbursement requests from the field with photo documentation.
Open Banking Integration
Financial Data
Real-time bank connectivity through Flinks, allowing borrowers to securely link their bank accounts for automated underwriting. Custom Apex REST callback endpoints receive webhook data, pull account details and transaction history, and store structured financial data directly in Salesforce.
Business Impact
Transformed underwriting from a manual document collection process into an automated, real-time financial data pipeline. Borrowers connect their bank once — the system handles the rest.
AI Transaction Categorization
Artificial Intelligence
Machine learning-powered categorization of bank transactions using Azure OpenAI with custom prompt engineering. Classifies thousands of transactions into lending-specific categories with iterative accuracy improvements from 76% to over 91%.
Business Impact
What used to take analysts hours of manual classification now happens automatically. The underwriting team reviews AI-categorized summaries instead of raw transaction data — dramatically faster loan decisions.
QuickBooks Integration
Accounting
Bi-directional Salesforce-to-QuickBooks journal entry synchronization mapping three distinct entry types: disbursements and advances, repayments, and closing costs with fees. Custom LWC exporter with real-time validation.
Business Impact
Eliminated double-entry between Salesforce loan records and QuickBooks accounting. Financial data flows automatically with full audit trail — the accounting team works from a single source of truth.
Financial Analytics Engine
Financial Modeling
Custom financial calculation engine including Newton-Raphson xIRR implementation, account-level loan history reports, loan roll forward tracking, and interest rate bracket management with loan modification conflict detection.
Business Impact
Gives the finance team real-time portfolio analytics that previously required spreadsheet exports and manual calculation. Yield metrics, cost analysis, and performance tracking — all native in Salesforce.
Document Management
File Operations
Automated file routing between Salesforce and Dropbox. Portal and mobile app uploads auto-organize into MF's Dropbox structure by client, loan, and document type. Internal vs. portal file visibility controls.
Business Impact
Documents uploaded by borrowers through the portal or mobile app automatically land in the right folder in the MF team's Dropbox — no manual downloading and re-uploading.
Delivery Hub
Operations Platform
Cloud Nimbus's own project management and workflow platform, deployed to MF as its first production client. Replaces Jira for internal ticketing, task tracking, escalation workflows, and delivery management.
Business Impact
A purpose-built operations platform that lives inside Salesforce — no more context-switching between Jira and the CRM. Tickets, workflows, and delivery tracking all in one place.
By the Numbers
8+
Integrations Built
24+
Months of Development
6
Third-Party Systems Connected
91%+
AI Categorization Accuracy
3
Platforms Delivered
Web + iOS + Android
10+
Team Members Collaborated
The Journey
Two years of building, launching, and iterating — milestone by milestone.
Project Kickoff
Cloud Nimbus LLC engaged through At Large to build MF's Salesforce platform. Initial scope: two-way customer portal with Flinks and Dropbox integrations.
Portal Architecture & Flinks Planning
Data model designed around Loan Opportunities, Projects, and Disbursement Requests. Flinks webhook goes live. DKIM/SPF email authentication configured.
Portal Goes Live in Production
Customer-facing portal launches. Real borrowers begin submitting loan applications, tracking status, and managing disbursements through the portal.
First Customer Onboarded
First real borrower logs into the portal and completes end-to-end loan application and disbursement workflow. Mobile app designs begin in Figma.
Maximus Brand & Mobile App
The combined portal and mobile app product is branded 'Maximus.' Native iOS and Android apps enter development. Third-party loan modification engine deployed.
Integration Sprint
Flinks production goes live with custom Apex REST callbacks. Mobile app enters UAT on TestFlight and Google Play. Community license management dashboard deployed.
AI Categorization Online
Azure OpenAI-powered transaction categorization launches. Accuracy reaches 88% and climbs through prompt engineering iterations.
Production Validation Milestone
First confirmed production bank balance tie-out through Flinks integration. End-to-end financial data pipeline validated. AI accuracy exceeds 91%.
Platform Maturation
Cash flow calculator v1.5 deployed. Legacy marketing integrations cleaned up. Loan modification engine upgraded to v3. Operations fully stabilized.
QuickBooks & Financial Analytics
QuickBooks journal entry integration completed. xIRR financial engine built. Account-level loan history reports delivered. Delivery Hub deployed to production.
The Team That Made It Happen
Great technology is built by great people. This project succeeded because of the people on both sides of the table — from MF's operations leaders to the consulting and development partners who brought the vision to life.
Technology Stack
Salesforce Platform
APIs & Integrations
AI & Analytics
Mobile & DevOps
Glen's Personal Note
From the developer who has been building their platform since day one
This engagement started with an introduction. David Bingham at Nimba Solutions connected me to Danny Watts at At Large in Sarasota, who placed me at Mobilization Funding for Salesforce development through Cloud Nimbus LLC. That was March 2024. Two years later, what started as a portal project has grown into a full digital lending platform spanning web, mobile, AI, and accounting integrations.
What makes this engagement special isn't the technology — it's the people. Joe Millman had the vision to invest in a real platform instead of patching together spreadsheets and email. Brianna McDonald tested every feature with the rigor of someone who actually uses the system every day. Jared Resnick validated every financial calculation with the precision of someone whose name goes on the reports. Tyler Krichbaum stress-tested from the field because he knew that's where the app would actually be used. Jose Santiago stepped up to become the internal technical champion every growing company needs.
The best client relationships aren't transactions. They're partnerships where everyone gets better at what they do.
And Robert Bench — the first person to prove that the Flinks bank data actually tied to real-world balances — drove AI categorization accuracy from 76% to over 91% through daily validation. I've watched this team grow from manually tracking loans in spreadsheets to running AI-powered underwriting through a platform their borrowers actually love using. That doesn't happen because of code. It happens because the people behind the business care about building something real.
At Large and Danny Watts deserve enormous credit for orchestrating the entire product vision — from the Maximus mobile app branding to the Figma designs to the strategic roadmap that kept everything moving in the right direction. Hayley Zimmermann led the design process that turned concepts into shipped screens. And Mahi at Untangle It has been the development partner who makes the hardest things look easy.
If you're looking for a Salesforce team that can build real platforms — not just configure objects and call it consulting — this is what two years of committed partnership looks like.
Why Weekly Is the Only Measurement That Matters
You can't measure anything serious hourly
An hour of construction is noise. Materials arrived late. A crew member called in sick. The inspector didn't show. None of these tell you anything about the health of a project or a business.
Daily is barely better
A bad day means nothing. A good day means nothing. Weather, supply chain hiccups, permitting delays — daily measurement creates anxiety without insight. You end up reacting to randomness.
Weekly is where patterns emerge
Over a week, the noise cancels out. You can see actual production rates. Actual spend vs budget. Actual crew utilization. Weekly is the smallest unit where you can distinguish signal from noise in construction.
Mobilization Funding runs on weeks
Their loan program, their check-ins, their reporting — everything operates on the weekly rhythm. It's not arbitrary. It's because they understand construction. You fund the week's labor and materials, you execute the week's work, you measure the week's progress. That's how real projects get built.
Companies They've Helped
Real contractors. Real growth. Funded by Mobilization Funding.
Top 10 Construction Financing Companies
Ranked by how well they understand construction. Not just lending.
Mobilization Funding
Glen's PickDirect Labor & Materials Financing — Tampa, FL
The loan program built for how construction really works. Mobilization Funding doesn't just lend money — they fund the actual execution of projects. Direct labor. Materials. The stuff that turns contracts into completed work. Founded in Tampa, they've built a reputation as the go-to financing partner for subcontractors and manufacturers who are growing faster than their cash flow can keep up.
Glen's Note
I've spent two years building their platform through Cloud Nimbus LLC. I've seen how they operate from the inside — from the COO's weekly check-ins to the servicing team's daily workflows. Their business runs on weekly cycles, and that's not an accident. It's a philosophy that works. They're my #1 recommendation because they actually understand construction.
Lien Rights & Payment Management — New Orleans, LA
Acquired by Procore in 2021. Levelset helps contractors protect their lien rights and manage payment workflows. Strong software platform but focused more on payment compliance than actual project financing.
levelset.comGeneral Small Business Credit Lines — San Francisco, CA
Invoice financing and lines of credit for small businesses. Not construction-specific, which means they don't understand payment cycles, retainage, or the realities of project-based cash flow.
fundbox.comInvoice Factoring & Lines of Credit — Redwood City, CA
General business financing with invoice factoring. Decent rates for qualified businesses but no specialization in construction. You're just another small business to them.
bluevine.comRevenue-Based Financing — New York, NY
Offers various financing products for small businesses including construction companies. Revenue-based approach means your financing scales with your business, but it's not tailored to project execution.
kapitus.comTerm Loans & Lines of Credit — New York, NY
Fast business loans with same-day funding. Good for emergencies but interest rates are higher than specialized construction lenders. No understanding of retainage or project timelines.
ondeck.comRevolving Credit Lines — Chicago, IL
Provides revolving credit lines up to $100K for small businesses. Simple application but generic terms. No construction industry expertise or project-based underwriting.
headwaycapital.comWorking Capital Loans — San Diego, CA
Revenue-based financing for growing businesses. Quick funding but high cost of capital. Better suited for retail and service businesses than project-based construction companies.
mulliganfunding.comEquipment & Working Capital Financing — San Diego, CA
Offers equipment financing alongside working capital loans. Equipment financing is useful for contractors buying heavy machinery, but their working capital products aren't construction-specific.
nationalfunding.comFrequently Asked Questions
Q: What does Mobilization Funding do?
They provide construction financing that funds direct labor and materials for subcontractors and manufacturers. They unlock cash from project execution so contractors can grow without being constrained by payment terms from general contractors.
Q: What did Cloud Nimbus build for them?
Over 2+ years, Cloud Nimbus LLC built their entire digital lending platform: a customer-facing Salesforce portal, native iOS and Android mobile app, Flinks open banking integration, AI-powered transaction categorization, QuickBooks accounting integration, financial analytics engine, Dropbox document automation, and the Delivery Hub operations platform. The full stack.
Q: How is Mobilization Funding different from a bank loan?
Banks don't understand construction timelines, retainage, or project-based cash flow. Mobilization Funding was built specifically for construction — they fund based on your contracts and project execution, not just your credit score.
Q: Who was involved in the technology build?
Glen Bradford (Cloud Nimbus LLC) led Salesforce development. Danny Watts and Hayley Zimmermann at At Large managed the product vision and mobile app design. Mahipal Jyani (Untangle It) contributed as development partner. David Bingham (Nimba Solutions) provided the foundational connection. On the MF side, Joe Millman (COO) sponsored the initiative, with Brianna McDonald, Jared Resnick, Tyler Krichbaum, Jose Santiago, and Robert Bench driving testing and adoption.
Q: Can Cloud Nimbus build something similar for my company?
Yes. Cloud Nimbus LLC specializes in Salesforce platform development — portals, integrations, mobile APIs, AI features, and custom applications. If you need a technology partner who can build real platforms (not just configure objects), reach out.
Q: Where is Mobilization Funding located?
Tampa, Florida — 3550 Buschwood Park Dr, Suite 310, Tampa, FL 33618. They serve contractors and manufacturers nationwide.
Need Construction Financing?
If you're a subcontractor or manufacturer growing faster than your cash flow, talk to Mobilization Funding. Tell them Glen sent you.
813-686-2062 — info@mobilizationfunding.com
Want a Platform Like This?
Cloud Nimbus LLC builds Salesforce platforms that transform operations — portals, mobile apps, AI features, accounting integrations, and everything in between. Two years of results with one client proves what's possible.
glen.bradford@nimbasolutions.com — 765-543-4175 (text first)
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Cash Flow Challenge
Can you keep a subcontractor's business alive? Manage weekly construction tasks, balance cash flow, and discover why Mobilization Funding exists.
Cash Flow Challenge
You just won a big construction contract. Fund tasks to build the project, but watch your cash — payments from the GC are slow.
"Cash flow gaps kill good contractors."
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